Mike Zung, CFP®
Specialties
Tech Professionals
Equity Compensation
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About Mike
Firm
Bio
I am a podcast geek, an introvert, a die-hard Liverpool soccer fan, and a Peacemaker on the Enneagram. I am married to my wife, Sarah, who works in special education. We have two kids, Anna and Sam.
I graduated from Truman State University with a degree in Computer Science. I started my career as a Java developer at Boeing in St. Louis, and moved to Kansas City in 2006. Since then, I have been a software developer, manager and architect in the employee benefits industry.
After 19+ years in information technology, I decided to walk away from the corporate life to follow my passion. I completed the education program at the University of Georgia - Terry College of Business & became a CERTIFIED FINANCIAL PLANNER™ professional.
I established Java Wealth Planning to be THE source for helping tech professionals in Kansas City navigate their financial lives.
I have first-hand experience navigating job changes, contract positions, hiring, promotions & bonuses, stock compensation, ESPPs, benefits packages and trying to balance your job with family and outside interests. Kansas City’s tech scene is booming, opportunities are out there, and you need more than a generalist advisor who wants to either sell you a product or roll over your old 401(k).
I was blessed with a fantastic career in tech, and see the tremendous potential that this career carries for others. I have since reached a point in my financial journey and experience where I would like to pay it forward. I am a firm believer in living a life that aligns with your core values, and creating a company that is focused on financial literacy, empowerment and service is what that looks like for me.
Address*
2116 SW Cedar Hill Lane
Lee’s Summit, MO 64081
*Also works virtually
Phone
Website
Your Free Financial Analysis
Why?
This relationship is built on trust. I want to provide immediate value and help you make an informed decision as to whether it makes sense for us to work together.
What?
A free review of your current financial situation, including:
cash flow
investment analysis
tax analysis
retirement review
college planning
Who?
Tech-savvy professionals interested in an ongoing relationship*